San Luis Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

San Luis Wealth Advisors LLC

$446 Million
Q3 2025

A detailed history of San Luis Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 52,444 shares of SCHD stock, worth $1.43 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

52,444

Previous 51,656 1.53%

Holding current value

$1.43 Million

Previous $1.41 Million 1.49%

% of portfolio

0.32%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 18, 2025	BUY	$26.38 - $27.95 $20,787 - $22,024	788 Added 1.53%	52,444 $1.43 Million
Q2 2025 Jul 17, 2025	BUY	$24.32 - $27.87 $101,706 - $116,552	4,182 Added 8.81%	51,656 $1.37 Million
Q1 2025 Apr 18, 2025	BUY	$27.01 - $28.54 $168,029 - $177,547	6,221 Added 15.08%	47,474 $1.33 Million
Q4 2024 Jan 14, 2025	BUY	$26.93 - $84.95 $766,750 - $2.42 Million	28,472 Added 222.77%	41,253 $1.13 Million
Q3 2024 Oct 09, 2024	BUY	$77.02 - $85.06 $19,023 - $21,009	247 Added 1.97%	12,781 $1.08 Million

Q2 2024 Jul 12, 2024	BUY	$75.81 - $80.15 $950,202 - $1 Million	12,534 New	12,534 $975,000

Others Institutions Holding SCHD

# of Institutions

2,057

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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San Luis Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History